Peacehealth Southwest Medical Center Employer Contribution Plan
Sponsored by Peacehealth · EIN 910939479 · Plan #003
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 3,492
- With balances
- 4,668
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $245,693 |
| Moss Adams Llp | Consulting (general) | $21,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,698 |
| Sageview Advisory Group Llc | Consulting (general), Investment advisory (participants) | $14,735 |